{"id":28884,"date":"2022-07-29T20:57:21","date_gmt":"2022-07-29T20:57:21","guid":{"rendered":"https:\/\/www.process.st\/templates\/creating-a-new-process\/"},"modified":"2024-02-29T05:17:33","modified_gmt":"2024-02-29T05:17:33","slug":"creating-a-new-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/creating-a-new-process\/","title":{"rendered":"Creating a New Process"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/3hwsuQMoqsc?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<div class=\"description\">\n    Overview of How to Create a New Process\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>The naming convention for these checklists will be \"Name of Process - New Process\" (ie. Maintenance - New Process)&nbsp;<\/strong><\/p>\n<p>This process is about how to create a good process using Process Street and all of our available tools.&nbsp;&nbsp;<\/p>\n<p>Properly documenting and implementing all of our business processes is essential to running an efficient company and is imperative for scaling and expanding into other markets.&nbsp;<\/p>\n<p>Creating good processes takes teamwork. It is EVERYONE's responsibility to create good processes for the business.&nbsp;&nbsp;<\/p>\n<p>This process outlines how our FVPM process creation should work.&nbsp;<\/p>\n<p><span style=\"text-decoration: underline;\">In order to complete this checklist, you will need the following tools and resources available:&nbsp;<\/span><\/p>\n<ul>\n<li><strong>Loom:<\/strong> <a href=\"http:\/\/www.loom.com\" rel=\"nofollow noopener\" target=\"_blank\">www.loom.com<\/a>&nbsp;<\/li>\n<li><strong>YouTube:<\/strong> <a href=\"https:\/\/www.youtube.com\/channel\/UCdUlQeGh2qBuFJEDBQN4K8Q\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.youtube.com\/channel\/UCdUlQeGh2qBuFJEDBQN4K8Q\/<\/a><\/li>\n<li><strong>Canva:<\/strong> <a href=\"http:\/\/www.canva.com\" rel=\"nofollow noopener\" target=\"_blank\">www.canva.com<\/a>&nbsp;\n<ul>\n<li>Username: <a href=\"mailto:maura@duratusproperties.com\" rel=\"nofollow noopener\" target=\"_blank\">maura@duratusproperties.com<\/a>&nbsp;<\/li>\n<li>Password: DuratusProperties2018!<\/li>\n<\/ul>\n<\/li>\n<li><strong>Slack:<\/strong> <a href=\"https:\/\/slack.com\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/slack.com\/<\/a><\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p><strong>Here is a working and ongoing list of our FVPM business processes that we need to document:&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"gather-tools\">\n<h2>Gather Tools<\/h2>\n<div class=\"text-content\">\n<p>We use many tools to operate Freedom Ventures Property Management on a daily basis.&nbsp;<\/p>\n<p>Before designing your process, write down all of the tools and login information required to complete the task in the \"Introduction\" section of your template.&nbsp;<\/p>\n<p>The idea behind this is that we want to make our templates as easy to follow and execute as possible. Outlining the needed tools right upfront and including URLs and login information helps people properly prepare to execute the checklist in an efficient manner.&nbsp;<\/p>\n<p>If you need a master list of FVPM login info, you can find it here: <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/116Kz45v6D5-6C4chKZMDWrXGtvddrEBzRbC6neTOy1s\/edit?usp=sharing\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/docs.google.com\/spreadsheets\/d\/116Kz45v6D5-6C4chKZMDWrXGtvddrEBzRbC6neTOy1s\/edit?usp=sharing<\/a>&nbsp;<\/p>\n<p><span style=\"text-decoration: underline;\">Common examples of tools that we use frequently are:<\/span><\/p>\n<ul>\n<li><strong>Gmail<\/strong><\/li>\n<li><strong>Google Drive<\/strong><\/li>\n<li><strong>Slack:<\/strong> <a href=\"https:\/\/slack.com\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/slack.com\/<\/a><\/li>\n<li><strong>Loom:<\/strong> <a href=\"http:\/\/www.loom.com\" rel=\"nofollow noopener\" target=\"_blank\">www.loom.com<\/a><\/li>\n<li><strong>DialPad:<\/strong> <a href=\"https:\/\/dialpad.com\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/dialpad.com\/<\/a><\/li>\n<li><strong>Buildium:<\/strong> <a href=\"https:\/\/signin.managebuilding.com\/Manager\/public\/authentication\/login?ReturnUrl=%2Fmanager%2F\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/signin.managebuilding.com\/Manager\/public\/authentication\/login?ReturnUrl=%2Fmanager%2F<\/a><\/li>\n<li><strong>Canva:<\/strong> <a href=\"http:\/\/www.canva.com\" rel=\"nofollow noopener\" target=\"_blank\">www.canva.com<\/a>&nbsp;\n<ul>\n<li>Username: <a href=\"mailto:maura@duratusproperties.com\" rel=\"nofollow noopener\" target=\"_blank\">maura@duratusproperties.com<\/a>&nbsp;<\/li>\n<li>Password: DuratusProperties2018!<\/li>\n<\/ul>\n<\/li>\n<li><strong>Birmingham MLS:&nbsp;<\/strong><a href=\"https:\/\/galmls.paragonrels.com\/ParagonLS\/Default.mvc\/Login\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/galmls.paragonrels.com\/ParagonLS\/Default.mvc\/Login<\/a>\n<ul>\n<li>Username: 127404<\/li>\n<li>Password: 14Eden01<\/li>\n<\/ul>\n<\/li>\n<li><strong>CRS site:&nbsp;<\/strong><a href=\"https:\/\/www.crsdata.com\/login\/?ReturnUrl=%2fInvestor%2flogin.aspx\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.crsdata.com\/login\/?ReturnUrl=%2fInvestor%2flogin.aspx<\/a>\n<ul>\n<li>Username:&nbsp;<a href=\"mailto:crs2@raypoynor.com\" rel=\"nofollow noopener\" target=\"_blank\">crs2@raypoynor.com<\/a><\/li>\n<li>Password: crs2<\/li>\n<\/ul>\n<\/li>\n<li><strong>Google Maps:<\/strong> <a href=\"https:\/\/www.google.com\/maps\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.google.com\/maps<\/a><\/li>\n<li><strong>Rentometer&nbsp;<\/strong>(Optional)\n<ul>\n<li>URL:&nbsp;<a href=\"http:\/\/www.rentometer.com\/\" rel=\"nofollow noopener\" target=\"_blank\">www.rentometer.com<\/a>&nbsp;<\/li>\n<li>Username:&nbsp;<a href=\"mailto:support@duratusproperties.com\" rel=\"nofollow noopener\" target=\"_blank\">support@duratusproperties.com<\/a><\/li>\n<li>Password: Duratus2018<\/li>\n<\/ul>\n<\/li>\n<li><strong>Hootesuite:<\/strong> <a href=\"https:\/\/hootsuite.com\/login?redirect=%2Fauth%2Fauthorize%3Fclient_id%3DNJ583PzkwibvhraAZGyz%26redirect_uri%3Dhttps%253A%252F%252Fhootsuite.com%252Flogin%252Foauth2complete%26state%3D5f2932ea1bacc5165944636a2a19c31d%26scope%3D%26response_type%3Dcode%26approval_prompt%3Dauto%26startExternalMethod%3D&amp;oauth2Authorize=1&amp;method=\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/hootsuite.com\/login?redirect=%2Fauth%2Fauthorize%3Fclient_id%3DNJ583PzkwibvhraAZGyz%26redirect_uri%3Dhttps%253A%252F%252Fhootsuite.com%252Flogin%252Foauth2complete%26state%3D5f2932ea1bacc5165944636a2a19c31d%26scope%3D%26response_type%3Dcode%26approval_prompt%3Dauto%26startExternalMethod%3D&amp;oauth2Authorize=1&amp;method=<\/a><strong><\/strong>\n<ul>\n<li>Username: <a href=\"mailto:maura@duratusproperties.com\" rel=\"nofollow noopener\" target=\"_blank\">maura@duratusproperties.com<\/a>&nbsp;<\/li>\n<li>Password: DuratusProperties2018<\/li>\n<\/ul>\n<\/li>\n<li><strong>Showing Assistant Spreadsheet:<\/strong>&nbsp;<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1OhWGCtUPBGyhO8cQyk8ceuVbF4y_jIC6bG6eaMVG9pE\/edit?usp=sharing\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/docs.google.com\/spreadsheets\/d\/1OhWGCtUPBGyhO8cQyk8ceuVbF4y_jIC6bG6eaMVG9pE\/edit?usp=sharing<\/a><\/li>\n<li><em><strong>FVPM - List of Properties on the Market<\/strong>&nbsp;<\/em>spreadsheet:&nbsp;<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1-XNuEK0QdTiQmkdOskoWdvDDzysQSh4Gz6QIB45PNRE\/edit?usp=sharing\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/docs.google.com\/spreadsheets\/d\/1-XNuEK0QdTiQmkdOskoWdvDDzysQSh4Gz6QIB45PNRE\/edit?usp=sharing<\/a><\/li>\n<li><strong>Showing Request Form:<\/strong>&nbsp;<a href=\"https:\/\/forms.gle\/ngkrfiG5mFq3CjmN8\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/forms.gle\/ngkrfiG5mFq3CjmN8<\/a><\/li>\n<li><strong>Showing Screening &amp; Feedback Forms<\/strong>&nbsp;spreadsheet (Tab 3):&nbsp;<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/111UJ5RU-9r-iMy7_gbr-lJDNPP5DGJLOLfrUClm98EA\/edit?usp=sharing\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/docs.google.com\/spreadsheets\/d\/111UJ5RU-9r-iMy7_gbr-lJDNPP5DGJLOLfrUClm98EA\/edit?usp=sharing<\/a>&nbsp;<\/li>\n<li><strong>Zapier:<\/strong> <a href=\"http:\/\/www.zapier.com\" rel=\"nofollow noopener\" target=\"_blank\">www.zapier.com<\/a>&nbsp;<\/li>\n<li><strong>Watermarkly<\/strong>: <a href=\"https:\/\/watermarkly.com\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/watermarkly.com\/<\/a>\n<ul>\n<li>Username: <a href=\"mailto:maura@freedomventurespm.com\" rel=\"nofollow noopener\" target=\"_blank\">maura@freedomventurespm.com<\/a><\/li>\n<li>License Key: 981839170<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"create-the-process\">\n<h2>Create The Process:<\/h2>\n<div class=\"text-content\">\n<p>Next, it is time to start creating your process.<\/p>\n<p>We have found it helpful to approach this part of the process by using the following steps:&nbsp;<\/p>\n<ol>\n<li><span style=\"text-decoration: underline;\"><strong>Create an outline of the major steps involved in the process<\/strong><\/span>\n<ol>\n<li>ALWAYS start with an Introduction step\n<ol>\n<li>The introduction will give a brief description of the process<\/li>\n<li>It will include the naming convention for the checklist<\/li>\n<li>It will include a list of all tools and resources required to complete the process<\/li>\n<\/ol>\n<\/li>\n<li>Don't fill in any details during this step<\/li>\n<li>Just write down the major action steps for the process<\/li>\n<li>If there are categories or a series of steps in a process, make those the <strong>section headings:&nbsp;<\/strong><\/li>\n<\/ol>\n<\/li>\n<li><span style=\"text-decoration: underline;\"><strong>Fill in the details<\/strong><\/span>\n<ol>\n<li>Add some text at the beginning of each step explaining the step&nbsp;<\/li>\n<li>If there are sub-tasks within a step, add the subtask feature<\/li>\n<li>Add as many screenshots of the process as possible so that people can visualize what they are supposed to do<\/li>\n<li>**A good way to think about this step is to try to explain each step of the process to someone who has no idea about the business. Think about how you would need to explain the process thoroughly to someone with fresh eyes**<\/li>\n<\/ol>\n<\/li>\n<li><span style=\"text-decoration: underline;\"><strong>Add Functionality<\/strong><\/span>\n<ol>\n<li>After each step has been described using text, screenshots, it's time to take a step back and evaluate if there are ways to make the whole process more efficient\n<ol>\n<li>Are there ways to add Process St features that will make the process more efficient?&nbsp;\n<ol>\n<li>Can I add conditional logic anywhere?&nbsp;<\/li>\n<li>Can I add smart form emails to the process?<\/li>\n<\/ol>\n<\/li>\n<li>Are there any unnecessary steps?&nbsp;<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li><span style=\"text-decoration: underline;\"><strong>Add Automation<\/strong><\/span>\n<ol>\n<li>Now it is time to see if there are any opportunities to add automation to the process. The main way to add automation is by using Zapier.&nbsp;<\/li>\n<\/ol>\n<\/li>\n<li><span style=\"text-decoration: underline;\"><strong>Assign Team Members<\/strong><\/span>\n<ol>\n<li>Now that the process is created, you must assign the right team members to each step of the task&nbsp;<\/li>\n<\/ol>\n<\/li>\n<li><span style=\"text-decoration: underline;\"><strong>Review With Process Manager<\/strong><\/span>\n<ol>\n<li>Once you have created your process, you will need to review it with the process manager\n<ol>\n<li>This allows someone with fresh eyes to approach the process and assess whether it makes logical sense and is easy to follow<\/li>\n<li>The process manager will also try to find additional ways to add efficiency and automaton to the process<\/li>\n<li>She will also assess whether this process overlaps with another process<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"create-an-outline\">\n<h2>Create an Outline<\/h2>\n<div class=\"text-content\">\n<p><span style=\"text-decoration: underline;\"><strong>Create an outline of the major steps involved in the process<\/strong><\/span><\/p>\n<ul>\n<li>ALWAYS start with an Introduction step\n<ul>\n<li>The introduction will give a brief description of the process<\/li>\n<li>It will include the naming convention for the checklist\n<ul>\n<li>For Example: The naming convention for these checklists will be \"Name of Process - New Process\" (ie. Maintenance - New Process)&nbsp;<\/li>\n<\/ul>\n<\/li>\n<li>It will include a list of all tools and resources required to complete the process<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li>Don't fill in any details during this step<\/li>\n<li>Just write down the <span style=\"text-decoration: underline;\">major action steps<\/span> for the process<\/li>\n<li>If there are categories or a series of steps in a process, make those the <strong>section headings:&nbsp;<\/strong><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"fill-in-the-details\">\n<h2>Fill in the Details<\/h2>\n<div class=\"text-content\">\n<p><span style=\"text-decoration: underline;\"><strong>Fill in the Details<\/strong><\/span><\/p>\n<ul>\n<li>Add some text at the beginning of each step explaining the step&nbsp;<\/li>\n<li>If there are sub-tasks within a step, add the subtask feature <em>(see example below)&nbsp;<\/em><\/li>\n<li>Add as many screenshots of the process as possible so that people can visualize what they are supposed to do\n<ul>\n<li>Add text labels to all screenshots<\/li>\n<li>Highlight important aspects of screenshots in bright green <em>(see example below)<\/em><\/li>\n<\/ul>\n<\/li>\n<li>Add relevant documents or links to each step<\/li>\n<li>**A good way to think about this step is to try to explain each step of the process to someone who has no idea about the business. Think about how you would need to explain the process thoroughly to someone with fresh eyes**<\/li>\n<\/ul><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add text at the beginning of each step\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Ad any relevant sub-tasks for each step\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add screenshots that help explain the step\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add relevant documents or links to each step\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rA1mKebS4wAM9d8Hl5VAKw.png\" alt=\"Example screenshot with important section highlighted in green\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rA1mKebS4wAM9d8Hl5VAKw.png\"> <\/a><figcaption>\n     Example screenshot with important section highlighted in green<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"add-functionality\">\n<h2>Add Functionality<\/h2>\n<div class=\"text-content\">\n<p><span style=\"text-decoration: underline;\"><strong>Add Functionality<\/strong><\/span><\/p>\n<ul>\n<li>After each step has been described using text, screenshots, it's time to take a step back and evaluate if there are ways to make the whole process more efficient<\/li>\n<li><span style=\"text-decoration: underline;\">Questions to ask yourself:<\/span>\n<ul>\n<li><em>Are there ways to add Process St features that will make the process more efficient?&nbsp;<\/em>\n<ul>\n<li><em>Can I add conditional logic anywhere?&nbsp;<\/em><\/li>\n<li><em>Can I add smart form emails to the process?<\/em><\/li>\n<\/ul>\n<\/li>\n<li><em>Are there any unnecessary steps in the process?&nbsp;<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"add-automation\">\n<h2>Add Automation<\/h2>\n<div class=\"text-content\">\n<p><span style=\"text-decoration: underline;\"><strong>Add Automation<\/strong><\/span><\/p>\n<ul>\n<li>Now it is time to see if there are any opportunities to add automation to the process. The main way to add automation is by using Zapier.&nbsp;<\/li>\n<\/ul>\n<p>The article below contains a lot of ideas about to use Zapier with Process St.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><span style=\"text-decoration: underline;\">Ways to Use Zapier with Process Street:&nbsp;<\/span><\/p>\n<ul>\n<li><strong>Zapier &amp; Process Street Options:&nbsp;<\/strong>&nbsp;<a href=\"https:\/\/zapier.com\/apps\/process-street\/integrations\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/zapier.com\/apps\/process-street\/integrations<\/a>&nbsp;<\/li>\n<li><strong>Zapier 101 - Getting Started With Zapier:<\/strong> <a href=\"https:\/\/youtu.be\/xUrnlZG6kDQ\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/youtu.be\/xUrnlZG6kDQ<\/a><\/li>\n<li><strong>Advanced Automation with Process St (Webinar):<\/strong> <a href=\"https:\/\/youtu.be\/-qBUtYfjVD4\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/youtu.be\/-qBUtYfjVD4<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"assign-team-members\">\n<h2>Assign Team Members<\/h2>\n<div class=\"text-content\">\n<p><span style=\"text-decoration: underline;\"><strong>Assign Team Members<\/strong><\/span><\/p>\n<ul>\n<li>Now that the process is created, you must assign the right team members to each step of the task&nbsp;<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"review-the-process\">\n<h2>Review The Process:<\/h2>\n<div class=\"text-content\">\n<p><span style=\"text-decoration: underline;\"><strong>Review With Process Manager<\/strong><\/span><\/p>\n<ul>\n<li>Once you have created your process, you will need to review it with the process manager\n<ul>\n<li>This allows someone with fresh eyes to approach the process and assess whether it makes logical sense and is easy to follow<\/li>\n<li>The process manager will also try to find additional ways to add efficiency and automaton to the process<\/li>\n<li>She will also assess whether this process overlaps with another process<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"text-decoration: underline;\">The Current Review Schedule is as follows:&nbsp;<\/span><\/p>\n<ul>\n<li>Mondays at 1:00 pm: Maura<\/li>\n<li>Tuesdays at 1:00 pm: Thai<\/li>\n<li>Wednesday at 1:00 pm: Lizbeth<\/li>\n<li>Thursdays at 1:00 pm: Aziz<\/li>\n<li>Fridays at 1:00 pm: Danny<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"review-with-process-manager\">\n<h2>Review with Process Manager<\/h2>\n<div class=\"text-content\">\n<p><strong>The review process will involve these steps:&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Process Creator explains each step of the process\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Process Manager asks clarifying questions about each step\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Process Manager suggests ways to make process more clear and efficient\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Process Manager suggests ways to add more automation to the process\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Process Manager ensures that the right people are assigned to each step of the task\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Team agrees that the process is \"complete\"\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Film video for process\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p><span style=\"text-decoration: underline;\">The Current Review Schedule is as follows:&nbsp;<\/span><\/p>\n<ul>\n<li>Mondays at 1:00 pm: Maura<\/li>\n<li>Tuesdays at 1:00 pm: Thai<\/li>\n<li>Wednesday at 1:00 pm: Lizbeth<\/li>\n<li>Thursdays at 1:00 pm: Aziz<\/li>\n<li>Fridays at 1:00 pm: Danny<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"publish-template\">\n<h2>Publish Template:<\/h2>\n<div class=\"text-content\">\n<p>In order to complete the template, we need to create an explanatory video that explains the whole process.<\/p>\n<p><span style=\"text-decoration: underline;\">These videos are helpful because:&nbsp;<\/span><\/p>\n<ul>\n<li>They provide an overall orientation to the task for someone who is new to doing the task<\/li>\n<li>Serve as a reminder about all the steps in the task<\/li>\n<li>Serve as a final \"check\" to make sure the process is correct and ready to go<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"create-a-video-overview\">\n<h2>Create a Video Overview<\/h2>\n<div class=\"text-content\">\n<p><strong>There are a few steps involved with making the overview video for our templates.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create video using Loom\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create YouTube thumbnail using Canva\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Upload the video to YouTube\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Embed the video in the Introduction section of the template\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>In order to create the process overview video, you will need to use Loom.<\/p>\n<ul>\n<li>Loom URL: <a href=\"https:\/\/www.loom.com\/my-videos\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.loom.com\/my-videos<\/a>\n<ul>\n<li><em>(Loom also has a Chrome extension and useful desktop application)&nbsp;<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Once your Loom account is configured, you are ready to start recording your video.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/k2JttCl0cJAXxqAd7q9MHQ.png\" alt=\"Loom web application\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/k2JttCl0cJAXxqAd7q9MHQ.png\"> <\/a><figcaption>\n     Loom web application<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>After you finish filming your video, you will need to create a thumbnail for the video using canva.<\/p>\n<p>We use the same basic template for all of our training videos <em>(see screenshots below). <\/em>Below is a screenshot of how to find the thumbnail template on Canva.&nbsp;<\/p>\n<ul>\n<li><strong>Canva:<\/strong> <a href=\"http:\/\/www.canva.com\" rel=\"nofollow noopener\" target=\"_blank\">www.canva.com<\/a>&nbsp;\n<ul>\n<li>Username: <a href=\"mailto:maura@duratusproperties.com\" rel=\"nofollow noopener\" target=\"_blank\">maura@duratusproperties.com<\/a>&nbsp;<\/li>\n<li>Password: DuratusProperties2018!<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/reiPjdVOjvO-QsimLFRGhA.png\" alt=\"How to find the YouTube thumbnail template on Maura's Canva account\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/reiPjdVOjvO-QsimLFRGhA.png\"> <\/a><figcaption>\n     How to find the YouTube thumbnail template on Maura's Canva account<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/j8Gd0JGFQB5V-rRPZDlG1Q.png\" alt=\"Example YouTube thumbnail\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/j8Gd0JGFQB5V-rRPZDlG1Q.png\"> <\/a><figcaption>\n     Example YouTube thumbnail<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rBvzK5o7u73azPI_Mf1ECQ.png\" alt=\"Example YouTube thumbnail\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rBvzK5o7u73azPI_Mf1ECQ.png\"> <\/a><figcaption>\n     Example YouTube thumbnail<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Once the video and thumbnail are complete, it is time to upload the video to YouTube.<\/p>\n<ul>\n<li>FVPM Youtube Channel Login: <a href=\"mailto:maura@freedomventurespm.com\" rel=\"nofollow noopener\" target=\"_blank\">maura@freedomventurespm.com<\/a><\/li>\n<li>Password: FreedomVentures2019<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vVRss2CT8jiIGntPKyhCLw.png\" alt=\"Select &quot;Create Video&quot;\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vVRss2CT8jiIGntPKyhCLw.png\"> <\/a><figcaption>\n     Select \"Create Video\"<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sZMMcF7uxQ3P4hwOZSxFFg.png\" alt=\"Add the video title, add a description of the video, and Insert the thumbnail you created\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sZMMcF7uxQ3P4hwOZSxFFg.png\"> <\/a><figcaption>\n     Add the video title, add a description of the video, and Insert the thumbnail you created<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Finally, you need to embed the video in the Introduction Section using the Process St Video Function<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o6zft8gQ_E5baOfdv9tIrg.png\" alt=\"Example of a video embedded in the Introduction section of a template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o6zft8gQ_E5baOfdv9tIrg.png\"> <\/a><figcaption>\n     Example of a video embedded in the Introduction section of a template<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"publish-the-template\">\n<h2>Publish the Template<\/h2>\n<div class=\"text-content\">\n<p>Now that you have created the whole checklist, make sure that you <strong>SAVE CHANGES<\/strong>.&nbsp;<\/p>\n<p>If the process recurs every week or month, you can also schedule it to occur.&nbsp;<\/p>\n<p>Once all steps are completed, inform the process manager (Maura) via <strong>slack<\/strong> in the #systems-and-processes channel that a new template is completed&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rbgqFJEb2l8ptHxMoe5PjQ.png\" alt=\"Publish the Template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rbgqFJEb2l8ptHxMoe5PjQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"helpful-resources\">\n<h2>Helpful Resources:<\/h2>\n<div class=\"text-content\">\n<p>In this section, we will include helpful tools to help you create your Process St processes over time. We will continually update this resource section with:&nbsp;<\/p>\n<ul>\n<li>Helpful videos<\/li>\n<li>Common tools<\/li>\n<li>Tips and tricks<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"common-tools\">\n<h2>Common Tools<\/h2>\n<div class=\"text-content\">\n<p><span style=\"text-decoration: underline;\">Common examples of tools that we use frequently are:<\/span><\/p>\n<ul>\n<li><strong>Gmail<\/strong><\/li>\n<li><strong>Google Drive<\/strong><\/li>\n<li><strong>Slack:<\/strong> <a href=\"https:\/\/slack.com\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/slack.com\/<\/a><\/li>\n<li><strong>Loom:<\/strong> <a href=\"http:\/\/www.loom.com\" rel=\"nofollow noopener\" target=\"_blank\">www.loom.com<\/a><\/li>\n<li><strong>DialPad:<\/strong> <a href=\"https:\/\/dialpad.com\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/dialpad.com\/<\/a><\/li>\n<li><strong>Buildium:<\/strong> <a href=\"https:\/\/signin.managebuilding.com\/Manager\/public\/authentication\/login?ReturnUrl=%2Fmanager%2F\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/signin.managebuilding.com\/Manager\/public\/authentication\/login?ReturnUrl=%2Fmanager%2F<\/a><\/li>\n<li><strong>Canva:<\/strong> <a href=\"http:\/\/www.canva.com\" rel=\"nofollow noopener\" target=\"_blank\">www.canva.com<\/a>&nbsp;\n<ul>\n<li>Username: <a href=\"mailto:maura@duratusproperties.com\" rel=\"nofollow noopener\" target=\"_blank\">maura@duratusproperties.com<\/a>&nbsp;<\/li>\n<li>Password: DuratusProperties2018!<\/li>\n<\/ul>\n<\/li>\n<li><strong>Birmingham MLS:&nbsp;<\/strong><a href=\"https:\/\/galmls.paragonrels.com\/ParagonLS\/Default.mvc\/Login\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/galmls.paragonrels.com\/ParagonLS\/Default.mvc\/Login<\/a>\n<ul>\n<li>Username: 127404<\/li>\n<li>Password: 14Eden01<\/li>\n<\/ul>\n<\/li>\n<li><strong>CRS site:&nbsp;<\/strong><a href=\"https:\/\/www.crsdata.com\/login\/?ReturnUrl=%2fInvestor%2flogin.aspx\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.crsdata.com\/login\/?ReturnUrl=%2fInvestor%2flogin.aspx<\/a>\n<ul>\n<li>Username:&nbsp;<a href=\"mailto:crs2@raypoynor.com\" rel=\"nofollow noopener\" target=\"_blank\">crs2@raypoynor.com<\/a><\/li>\n<li>Password: crs2<\/li>\n<\/ul>\n<\/li>\n<li><strong>Google Maps:<\/strong> <a href=\"https:\/\/www.google.com\/maps\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.google.com\/maps<\/a><\/li>\n<li><strong>Rentometer&nbsp;<\/strong>(Optional)\n<ul>\n<li>URL:&nbsp;<a href=\"http:\/\/www.rentometer.com\/\" rel=\"nofollow noopener\" target=\"_blank\">www.rentometer.com<\/a>&nbsp;<\/li>\n<li>Username:&nbsp;<a href=\"mailto:support@duratusproperties.com\" rel=\"nofollow noopener\" target=\"_blank\">support@duratusproperties.com<\/a><\/li>\n<li>Password: Duratus2018<\/li>\n<\/ul>\n<\/li>\n<li><strong>Hootesuite:<\/strong> <a href=\"https:\/\/hootsuite.com\/login?redirect=%2Fauth%2Fauthorize%3Fclient_id%3DNJ583PzkwibvhraAZGyz%26redirect_uri%3Dhttps%253A%252F%252Fhootsuite.com%252Flogin%252Foauth2complete%26state%3D5f2932ea1bacc5165944636a2a19c31d%26scope%3D%26response_type%3Dcode%26approval_prompt%3Dauto%26startExternalMethod%3D&amp;oauth2Authorize=1&amp;method=\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/hootsuite.com\/login?redirect=%2Fauth%2Fauthorize%3Fclient_id%3DNJ583PzkwibvhraAZGyz%26redirect_uri%3Dhttps%253A%252F%252Fhootsuite.com%252Flogin%252Foauth2complete%26state%3D5f2932ea1bacc5165944636a2a19c31d%26scope%3D%26response_type%3Dcode%26approval_prompt%3Dauto%26startExternalMethod%3D&amp;oauth2Authorize=1&amp;method=<\/a><strong><\/strong>\n<ul>\n<li>Username: <a href=\"mailto:maura@duratusproperties.com\" rel=\"nofollow noopener\" target=\"_blank\">maura@duratusproperties.com<\/a>&nbsp;<\/li>\n<li>Password: DuratusProperties2018<\/li>\n<\/ul>\n<\/li>\n<li><strong>Showing Assistant Spreadsheet:<\/strong>&nbsp;<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1OhWGCtUPBGyhO8cQyk8ceuVbF4y_jIC6bG6eaMVG9pE\/edit?usp=sharing\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/docs.google.com\/spreadsheets\/d\/1OhWGCtUPBGyhO8cQyk8ceuVbF4y_jIC6bG6eaMVG9pE\/edit?usp=sharing<\/a><\/li>\n<li><em><strong>FVPM - List of Properties on the Market<\/strong>&nbsp;<\/em>spreadsheet:&nbsp;<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1-XNuEK0QdTiQmkdOskoWdvDDzysQSh4Gz6QIB45PNRE\/edit?usp=sharing\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/docs.google.com\/spreadsheets\/d\/1-XNuEK0QdTiQmkdOskoWdvDDzysQSh4Gz6QIB45PNRE\/edit?usp=sharing<\/a><\/li>\n<li><strong>Showing Request Form:<\/strong>&nbsp;<a href=\"https:\/\/forms.gle\/ngkrfiG5mFq3CjmN8\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/forms.gle\/ngkrfiG5mFq3CjmN8<\/a><\/li>\n<li><strong>Showing Screening &amp; Feedback Forms<\/strong>&nbsp;spreadsheet (Tab 3):&nbsp;<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/111UJ5RU-9r-iMy7_gbr-lJDNPP5DGJLOLfrUClm98EA\/edit?usp=sharing\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/docs.google.com\/spreadsheets\/d\/111UJ5RU-9r-iMy7_gbr-lJDNPP5DGJLOLfrUClm98EA\/edit?usp=sharing<\/a>&nbsp;<\/li>\n<li><strong>Zapier:<\/strong> <a href=\"http:\/\/www.zapier.com\" rel=\"nofollow noopener\" target=\"_blank\">www.zapier.com<\/a>&nbsp;<\/li>\n<li><strong>Watermarkly<\/strong>: <a href=\"https:\/\/watermarkly.com\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/watermarkly.com\/<\/a>\n<ul>\n<li>Username: <a href=\"mailto:maura@freedomventurespm.com\" rel=\"nofollow noopener\" target=\"_blank\">maura@freedomventurespm.com<\/a><\/li>\n<li>License Key: 981839170<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"helpful-process-st-videos\">\n<h2>Helpful Process St Videos<\/h2>\n<div class=\"text-content\">\n<p><span style=\"text-decoration: underline;\">If you are just getting started using process street, I suggest you watch the following 4 videos in this order:&nbsp;<\/span><\/p>\n<ul>\n<li><strong>FVPM Orientation Call<\/strong>:&nbsp;<a href=\"https:\/\/app.gong.io\/e\/c-share\/?tkn=7xltbqcujxuo13vvol2iy9y9r\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/app.gong.io\/e\/c-share\/?tkn=7xltbqcujxuo13vvol2iy9y9r<\/a><\/li>\n<li><strong>How to Build a Checklist Call (with Thai):<\/strong>&nbsp;<a href=\"https:\/\/app.gong.io\/e\/c-share\/?tkn=94kxyn673ug58zcrtykf1bce\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/app.gong.io\/e\/c-share\/?tkn=94kxyn673ug58zcrtykf1bce<\/a><\/li>\n<li><strong>FVPM Call with Maintenance Team:<\/strong> <a href=\"https:\/\/app.gong.io\/e\/c-share\/?tkn=2yynytisewy51xewir0koyd73\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/app.gong.io\/e\/c-share\/?tkn=2yynytisewy51xewir0koyd73<\/a><\/li>\n<li><strong>How to Add Detail to a Checklist &amp; Manage:&nbsp;<\/strong><a href=\"https:\/\/app.gong.io\/e\/c-share\/?tkn=1b7n3g56y8bqd1h2ynxmuei6kp\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/app.gong.io\/e\/c-share\/?tkn=1b7n3g56y8bqd1h2ynxmuei6kp<\/a><\/li>\n<\/ul>\n<p>Process Street YouTube Channel: <a href=\"https:\/\/www.youtube.com\/channel\/UCzQ7wReQLxZV-NndyXByfwQ\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.youtube.com\/channel\/UCzQ7wReQLxZV-NndyXByfwQ<\/a><\/p>\n<p>Also, the Process St support team is very helpful and we have a dedicated support agent, Anne Perry who is very responsive to any email inquiries:&nbsp;<\/p>\n<ul>\n<li><a href=\"mailto:anne@process.st\" rel=\"nofollow noopener\" target=\"_blank\">anne@process.st<\/a>&nbsp;<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Overview of How to Create a New Process The naming convention for these checklists will be \"Name of Process - New Process\" (ie. 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